TFA

Tobias Financial Advisors Portfolio holdings

AUM $658M
1-Year Est. Return 10.55%
This Quarter Est. Return
1 Year Est. Return
+10.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$464M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$4.38M
3
+$2.35M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$2.25M
5
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$1.54M

Top Sells

1
+$15.7M
2
+$1.31M
3
+$961K
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$463K
5
VUG icon
Vanguard Growth ETF
VUG
+$337K

Sector Composition

1 Technology 1.75%
2 Consumer Discretionary 0.62%
3 Communication Services 0.47%
4 Healthcare 0.35%
5 Real Estate 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$78.4K 0.02%
23,695
-4,478
102
$68.1K 0.01%
10,000
103
$64.3K 0.01%
10,000
104
$4.22K ﹤0.01%
150
105
– –
-486,174
106
– –
-3,778
107
– –
-1,200
108
– –
-1,976
1 2 3 4
5